Fill your sales pipeline

Approval Routing Skill

Every exception reaches the right named people, no more and no fewer.

Booking Term Comparison Skill

Find every difference between what was signed and what was recorded.

Buying Signal Detection Skill

Identify dated events that may create a need (hiring, launches, funding, leadership change, expansion).

Call Recap Drafting Skill

Get a clear follow-up out the same day without writing it from scratch.

Commission Trace Skill

Show exactly why a number is what it is, without the model doing the arithmetic.

Contact Discovery Skill

Find the roles most likely to own the problem, without scraping personal networks.

Coverage Balance Analysis Skill

Show leaders whether the plan is balanced before they argue about individual accounts.

CRM Field Mapping Skill

Put the call into the fields forecasts and handoffs rely on, without overwriting what a seller already knows.

CRM Intelligence Skill

The CRM stays the single source of truth, and research is not repeated.

Deal Economics Skill

Give approvers numbers they can check, not an AI estimate.

Deal Hygiene Assessment Skill

Evaluate each open deal against configured hygiene rules and stage-exit criteria.

Lead Qualification Skill

Comparable, explainable fit scores across sellers.

Lead Routing Skill

The right owner, every time, with nothing left unowned.

Meeting Coordination Skill

Turn a positive reply into a booked meeting with the right AE.

Outreach Compliance Skill

Never send to someone who opted out; stay within law and mailbox-provider rules.

Outreach Composition Skill

Short, specific, on-brand outreach a seller would be proud to send.

Personalization Skill

A relevant reason to reach out, specific to the account and person.

Quote Normalization Skill

Compare every request to policy on the same basis.

Territory Rule Application Skill

Make the first pass consistent: the same account gets the same owner whoever runs it.

Step 1 of 7 · Investor Outreach Pipeline

Investor Brief Skill

Builds the fundraising brief (company, thesis, round, ask, proof, constraints) with short questions.

Step 2 of 7 · Investor Outreach Pipeline

Investor Targets Skill

Defines target investor types and fit-scoring criteria, and scores a target list the user provides. Knowledge only; no scraping or API calls.

Step 3 of 7 · Investor Outreach Pipeline

Investor Research Skill

Builds a research card for each target investor with verified facts and personalization hooks.

Step 4 of 7 · Investor Outreach Pipeline

Investor Write Skill

Drafts cold investor emails, warm-intro requests with forwardable blurbs, follow-ups, and investor updates from the research cards.

Step 5 of 7 · Investor Outreach Pipeline

Investor Sequence Skill

Plans the order and timing of outreach (tiers, waves, follow-up days) and an investor tracker.

Step 6 of 7 · Investor Outreach Pipeline

Investor QA Skill

Checks drafts for hard-ban phrases, unsupported claims, personalization quality, deliverability basics and compliance flags.

Step 7 of 7 · Investor Outreach Pipeline

Investor Export Skill

Packages the approved drafts, cadence and a tracker CSV into a final folder. Does not send.

Investor Reset Skill

Clears the investor outreach pipeline working files so a new raise or round can start.

Step 1 of 8 · LinkedIn & WhatsApp Outreach Pipeline

LW Brief Skill

Builds the campaign brief and picks the channel(s).

Step 2 of 8 · LinkedIn & WhatsApp Outreach Pipeline

LW Channel Gate Skill

Checks consent, platform-policy and pacing risk for each chosen channel and decides go / adjust / no-go.

Step 3 of 8 · LinkedIn & WhatsApp Outreach Pipeline

LW Audience Skill

Defines the ICP and segments and builds a research card per prospect from facts the user supplies.

Step 4 of 8 · LinkedIn & WhatsApp Outreach Pipeline

LW LinkedIn Write Skill

Drafts LinkedIn connection notes, first DMs, follow-ups and break-up messages from the research cards.

Step 5 of 8 · LinkedIn & WhatsApp Outreach Pipeline

LW WhatsApp Write Skill

Drafts opt-in based WhatsApp messages: first touch, follow-up, reminders, re-engagement and opt-out replies.

Step 6 of 8 · LinkedIn & WhatsApp Outreach Pipeline

LW Cadence Skill

Plans timing, pacing, cross-channel order, reply handling and tracking.

Step 7 of 8 · LinkedIn & WhatsApp Outreach Pipeline

LW QA Skill

Checks consent, platform policy, factual claims, tone and length before any human sends.

Step 8 of 8 · LinkedIn & WhatsApp Outreach Pipeline

LW Export Skill

Packages the approved drafts, cadence and tracker into a final folder. Does not send.

LW Reset Skill

Clears the LinkedIn + WhatsApp outreach pipeline working files so a new campaign can start.

Step 1 of 8 · Sales Outreach Pipeline

Sales Brief Skill

Builds the campaign brief (offer, goal, audience, proof, constraints) through short questions.

Step 2 of 8 · Sales Outreach Pipeline

Sales Method Skill

Chooses which email marketing method(s) fit the brief: cold outbound, warm intro, drip/nurture, broadcast campaign, newsletter, re-engagement, multichannel.

Step 3 of 8 · Sales Outreach Pipeline

Sales Audience Skill

Defines the ICP, segments, list-sourcing options, and a list-hygiene/verification plan. Knowledge only; does not scrape or run tools.

Step 4 of 8 · Sales Outreach Pipeline

Sales Personalize Skill

Builds a research card per prospect or segment with verified facts and personalization hooks.

Step 5 of 8 · Sales Outreach Pipeline

Sales Write Skill

Drafts the emails (first touch, follow-ups, break-up, newsletter issue or lifecycle emails depending on the chosen method) using the research cards.

Step 6 of 8 · Sales Outreach Pipeline

Sales Sequence Skill

Designs the cadence, timing, branching and exit conditions for follow-ups and drip/lifecycle sequences.

Step 7 of 8 · Sales Outreach Pipeline

Sales QA Skill

Grades the drafts with the copy rubric and runs the pre-send deliverability and compliance checklist.

Step 8 of 8 · Sales Outreach Pipeline

Sales Export Skill

Packages the approved drafts, sequence and QA report into a final folder (Markdown + CSV). Does not send.

Sales Reset Skill

Clears the sales outreach pipeline working files so a new campaign can start.